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Disclosery

Legacy Capital Group California, Inc.: BG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Legacy Capital Group California, Inc. on BG, newest first. How the timeline and the estimate are built.

Legacy Capital Group California, Inc. held 3,474 BG shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,474 shares
    Change vs previous 13F +99 shares

    0.11% of the 13F portfolio, value $370,780.

    13F-HR 0001765380-26-000239 filed by Legacy Capital Group California, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 3,375 shares
    Change vs previous 13F -2,764 shares

    0.16% of the 13F portfolio, value $429,300.

    13F-HR 0001765380-26-000145 filed by Legacy Capital Group California, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 6,139 shares
    Change vs previous 13F +1,036 shares

    0.13% of the 13F portfolio, value $546,862.

    13F-HR 0001765380-26-000054 filed by Legacy Capital Group California, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 5,103 shares
    Change vs previous 13F +1,409 shares

    0.11% of the 13F portfolio, value $414,619.

    13F-HR 0001765380-25-000482 filed by Legacy Capital Group California, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 3,694 shares
    Change vs previous 13F +236 shares

    0.08% of the 13F portfolio, value $296,554.

    13F-HR 0001765380-25-000250 filed by Legacy Capital Group California, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 3,458 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $264,260.

    13F-HR 0001765380-25-000208 filed by Legacy Capital Group California, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).